Track Changes Panel

The Track Changes dynamically updates to keep a running list of all edits to your chart. Once you finish editing your chart, you can easily review all changes with management or Human Resources directly within OrgPlus, or via a Microsoft Excel or Word report. To access the Track Changes panel, click the View tab and select Track Changes.

Note: The Track Changes panel is only available to OrgPlus Premium users. To upgrade your version of OrgPlus, please visit the OrgPlus Online Store.

From the Track Changes panel you can:

View all changes - new hires, separations, transfers and other updates - made to a chart
Accept and reject changes
Generate and print reports

Overview of the Panel

The Track Changes panel has three main parts:

The toolbar
The status bar
The main Track Changes pane

The Toolbar

The Track Changes toolbar has the following buttons:

Button	Name	Description
	Print Changes	Sends list of changes to the default printer.
	Print Preview	Opens preview of printed changes.
	Generate Excel Report	Creates an Excel report. See Generating Reports for more information.
	Generate PAN Report	Creates PAN report. See Generating Reports for more information.
	Accept Changes	Accepts changes made to chart. See Accepting and Rejecting Changes for more information.
	Reject Changes	Rejects changes made to chart. See Accepting and Rejecting Changes for more information.

The Status Bar

The status bar enumerates the changes made to the chart.

In the above example, three total changes have been made:

One chart box was added
One chart box was deleted
No chart boxes were moved
One chart box was modified

The Main Pane

The main Track Changes pane lists in detail the changes made to your chart.

The values set in the drop-down choices in the Identify Fields dialog box determine what fields are used in the Track Changes panel, and in the Excel and PAN reports when Name, Job Title, and Employee ID are displayed.

Accepting and Rejecting Changes

Changes made to your chart can be accepted or rejected, even after the altered chart has been saved.

To accept a single change to a chart:

1 Click to select the change in the Track Changes list.

2 Click the Accept Changes button to view the options.

3 Select Accept.

To accept all changes to a chart:

1 Click the Accept Changes button to view the options.

2 Select Accept All.

To reject a single change to a chart:

1 Click to select the change in the Track Changes list.

2 Click the Reject Changes button to view the options.

3 Select Reject.

To Reject all changes to a chart:

1 Click the Reject Changes button to view the options.

2 Select Reject All.

Changes Backup

When accepting or rejecting all changes, you are presented with a warning dialog:

Selecting "Create backup" and clicking OK archives your chart to the Backups subfolder in the My Charts folder. For information on accessing archived charts, see Opening an Existing Chart.